Client Service & Experience Manager – Wealth Planning

Advisor Talent Solutions

Plano (TX)

On-site

USD 60,000 - 70,000

Full time

7 hours ago

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Job summary

Advisor Talent Solutions is seeking a Client Service Manager in Plano, TX, to support existing client relationships after onboarding. You will handle routine service items, coordinate with advisors and operations, and maintain meticulous CRM records to ensure timely, accurate responses.

The role emphasizes client-facing communication, proactive problem solving, and collaboration within a faith-based, purpose-driven team.

Qualifications

Experience in an RIA or wealth management environment.
Experience with Redtail CRM and Schwab workflows.
Group 1 credentials or CFP coursework preferred.
Experience serving retired or senior clients with discretion.

Responsibilities

Deliver day-to-day service to existing clients after onboarding.
Handle beneficiary changes, address updates, withdrawals, and account questions.
Review CRM tasks daily and prioritize by urgency and impact.
Communicate proactively by phone and email, with personal calls when beneficial for the client.
Maintain CRM notes, task records, and documentation in Redtail.
Coordinate with client-service leader, advisory team, custodial or platform partners, and operations to move requests to completion.
Resolve routine service needs independently and elevate questions appropriately.
Use technology and AI tools to improve communication, organization, and productivity.
Help improve workflows, reduce backlog, and prevent dropped commitments.